Purchases and Sales Made in Q1 2024 in Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S QUALIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-242- 39.16% |
$11.1K - $12K
|
376
$20.6K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-310- 3.97% |
$14.2K - $15.3K
|
7.5K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-428- 48.2% |
$19.6K - $21.1K
|
460
$25.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-447- 0.86% |
$20.4K - $22.1K
|
51.5K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-552- 1.38% |
$25.2K - $27.3K
|
39.5K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-586- 3.33% |
$26.8K - $29K
|
17K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-588- 3.53% |
$26.9K - $29.1K
|
16.1K
$882K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-607- 4.04% |
$27.8K - $30K
|
14.4K
$790K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-666- 4.35% |
$30.5K - $32.9K
|
14.7K
$804K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-706- 6.41% |
$32.3K - $34.9K
|
10.3K
$566K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-754- 1.05% |
$34.5K - $37.3K
|
70.9K
$3.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-791- 7.77% |
$36.2K - $39.1K
|
9.38K
$515K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-851- 5.27% |
$38.9K - $42K
|
15.3K
$839K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.07K- 2.77% |
$49K - $52.9K
|
37.5K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.12K- 12.35% |
$51.1K - $55.2K
|
7.93K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 0.47% |
$51.2K - $55.3K
|
239K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.47K- 2.67% |
$67.4K - $72.8K
|
53.7K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.62K- 5.07% |
$73.9K - $79.8K
|
30.3K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.89K- 1.6% |
$86.5K - $93.4K
|
117K
$6.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.03K- 22.93% |
$92.8K - $100K
|
6.82K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.18K- 1.98% |
$99.8K - $108K
|
108K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.7K- 1.15% |
$124K - $134K
|
231K
$12.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.73K- 15.63% |
$125K - $135K
|
14.7K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.9K- 20.84% |
$133K - $143K
|
11K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.75K- 0.33% |
$217K - $235K
|
1.45M
$79.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.75K- 0.33% |
$217K - $235K
|
1.45M
$79.4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.66K- 8.03% |
$259K - $280K
|
64.8K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 17.28% |
$489K - $529K
|
51.2K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.6K- 1.76% |
$531K - $573K
|
647K
$35.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 7.69% |
$609K - $658K
|
160K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.1K- 10.56% |
$691K - $747K
|
128K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.6K- 7.29% |
$1.81M - $1.96M
|
504K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.2K- 10.32% |
$2.43M - $2.63M
|
462K
$25.4M
|